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Semtech (SMTC) Competitors

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$125.88 +0.92 (+0.74%)
Closing price 07/20/2026 04:00 PM Eastern
Extended Trading
$132.06 +6.19 (+4.91%)
As of 04:06 AM Eastern
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SMTC vs. MKSI, MTSI, ANET, MCHP, and FSLR

Should you buy Semtech stock or one of its competitors? MarketBeat compares Semtech with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Semtech include MKS (MKSI), MACOM Technology Solutions (MTSI), Arista Networks (ANET), Microchip Technology (MCHP), and First Solar (FSLR).

How does Semtech compare to MKS?

Semtech (NASDAQ:SMTC) and MKS (NASDAQ:MKSI) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, analyst recommendations, valuation, institutional ownership, profitability, media sentiment and earnings.

In the previous week, Semtech had 10 more articles in the media than MKS. MarketBeat recorded 17 mentions for Semtech and 7 mentions for MKS. MKS's average media sentiment score of 1.17 beat Semtech's score of 1.00 indicating that MKS is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Semtech currently has a consensus target price of $189.07, suggesting a potential upside of 50.20%. MKS has a consensus target price of $380.00, suggesting a potential upside of 17.18%. Given Semtech's higher possible upside, analysts clearly believe Semtech is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78
MKS
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.88

Semtech has a beta of 2.31, suggesting that its share price is 131% more volatile than the broader market. Comparatively, MKS has a beta of 1.93, suggesting that its share price is 93% more volatile than the broader market.

MKS has a net margin of 8.06% compared to Semtech's net margin of -3.05%. MKS's return on equity of 21.49% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech-3.05% 18.31% 7.25%
MKS 8.06%21.49%6.54%

MKS has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B11.17-$40.38M-$0.39N/A
MKS$3.93B5.57$295M$4.7867.84

99.8% of MKS shares are owned by institutional investors. 0.4% of Semtech shares are owned by insiders. Comparatively, 0.6% of MKS shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

MKS beats Semtech on 11 of the 17 factors compared between the two stocks.

How does Semtech compare to MACOM Technology Solutions?

MACOM Technology Solutions (NASDAQ:MTSI) and Semtech (NASDAQ:SMTC) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, profitability, institutional ownership, earnings, media sentiment, valuation, risk and analyst recommendations.

76.1% of MACOM Technology Solutions shares are held by institutional investors. 0.4% of MACOM Technology Solutions shares are held by insiders. Comparatively, 0.4% of Semtech shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

MACOM Technology Solutions has a net margin of 16.46% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
Semtech -3.05%18.31%7.25%

MACOM Technology Solutions has a beta of 1.65, indicating that its share price is 65% more volatile than the broader market. Comparatively, Semtech has a beta of 2.31, indicating that its share price is 131% more volatile than the broader market.

MACOM Technology Solutions currently has a consensus price target of $335.00, suggesting a potential upside of 24.17%. Semtech has a consensus price target of $189.07, suggesting a potential upside of 50.20%. Given Semtech's higher possible upside, analysts clearly believe Semtech is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78

In the previous week, Semtech had 9 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 17 mentions for Semtech and 8 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.60 beat Semtech's score of 1.00 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
8 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Semtech
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Semtech has higher revenue and earnings than MACOM Technology Solutions. Semtech is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M21.28-$54.21M$2.31116.80
Semtech$1.05B11.17-$40.38M-$0.39N/A

Summary

MACOM Technology Solutions beats Semtech on 9 of the 17 factors compared between the two stocks.

How does Semtech compare to Arista Networks?

Arista Networks (NYSE:ANET) and Semtech (NASDAQ:SMTC) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, risk, institutional ownership, profitability, analyst recommendations, valuation and dividends.

82.5% of Arista Networks shares are owned by institutional investors. 2.7% of Arista Networks shares are owned by insiders. Comparatively, 0.4% of Semtech shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Arista Networks has a beta of 1.6, suggesting that its stock price is 60% more volatile than the broader market. Comparatively, Semtech has a beta of 2.31, suggesting that its stock price is 131% more volatile than the broader market.

Arista Networks has a net margin of 38.32% compared to Semtech's net margin of -3.05%. Arista Networks' return on equity of 30.10% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks38.32% 30.10% 19.35%
Semtech -3.05%18.31%7.25%

In the previous week, Arista Networks had 37 more articles in the media than Semtech. MarketBeat recorded 54 mentions for Arista Networks and 17 mentions for Semtech. Arista Networks' average media sentiment score of 1.11 beat Semtech's score of 1.00 indicating that Arista Networks is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Arista Networks
41 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Arista Networks currently has a consensus price target of $188.95, suggesting a potential upside of 11.69%. Semtech has a consensus price target of $189.07, suggesting a potential upside of 50.20%. Given Semtech's higher probable upside, analysts plainly believe Semtech is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Arista Networks
0 Sell rating(s)
1 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
3.04
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78

Arista Networks has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$9.71B21.94$3.51B$2.9257.94
Semtech$1.05B11.17-$40.38M-$0.39N/A

Summary

Arista Networks beats Semtech on 15 of the 17 factors compared between the two stocks.

How does Semtech compare to Microchip Technology?

Microchip Technology (NASDAQ:MCHP) and Semtech (NASDAQ:SMTC) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability, institutional ownership and media sentiment.

Microchip Technology has a net margin of 4.88% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat Microchip Technology's return on equity.

Company Net Margins Return on Equity Return on Assets
Microchip Technology4.88% 10.87% 4.96%
Semtech -3.05%18.31%7.25%

91.5% of Microchip Technology shares are owned by institutional investors. 1.8% of Microchip Technology shares are owned by insiders. Comparatively, 0.4% of Semtech shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Microchip Technology currently has a consensus target price of $99.76, indicating a potential upside of 23.91%. Semtech has a consensus target price of $189.07, indicating a potential upside of 50.20%. Given Semtech's higher probable upside, analysts plainly believe Semtech is more favorable than Microchip Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Microchip Technology
0 Sell rating(s)
7 Hold rating(s)
13 Buy rating(s)
4 Strong Buy rating(s)
2.88
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78

In the previous week, Microchip Technology had 12 more articles in the media than Semtech. MarketBeat recorded 29 mentions for Microchip Technology and 17 mentions for Semtech. Semtech's average media sentiment score of 1.00 beat Microchip Technology's score of 0.92 indicating that Semtech is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microchip Technology
9 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Microchip Technology has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Microchip Technology, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Microchip Technology$4.71B9.28$230M$0.21383.38
Semtech$1.05B11.17-$40.38M-$0.39N/A

Microchip Technology has a beta of 1.74, meaning that its stock price is 74% more volatile than the broader market. Comparatively, Semtech has a beta of 2.31, meaning that its stock price is 131% more volatile than the broader market.

Summary

Microchip Technology beats Semtech on 10 of the 16 factors compared between the two stocks.

How does Semtech compare to First Solar?

Semtech (NASDAQ:SMTC) and First Solar (NASDAQ:FSLR) are both large-cap semiconductors companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, media sentiment, risk, analyst recommendations, institutional ownership, profitability, valuation and earnings.

Semtech has a beta of 2.31, indicating that its share price is 131% more volatile than the broader market. Comparatively, First Solar has a beta of 1.73, indicating that its share price is 73% more volatile than the broader market.

First Solar has a net margin of 30.73% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat First Solar's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech-3.05% 18.31% 7.25%
First Solar 30.73%18.01%12.57%

First Solar has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than First Solar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B11.17-$40.38M-$0.39N/A
First Solar$5.22B4.23$1.53B$15.4813.26

Semtech presently has a consensus price target of $189.07, indicating a potential upside of 50.20%. First Solar has a consensus price target of $256.41, indicating a potential upside of 24.89%. Given Semtech's stronger consensus rating and higher probable upside, research analysts plainly believe Semtech is more favorable than First Solar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78
First Solar
2 Sell rating(s)
12 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.56

In the previous week, First Solar had 27 more articles in the media than Semtech. MarketBeat recorded 44 mentions for First Solar and 17 mentions for Semtech. Semtech's average media sentiment score of 1.00 beat First Solar's score of 0.37 indicating that Semtech is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
First Solar
11 Very Positive mention(s)
2 Positive mention(s)
27 Neutral mention(s)
1 Negative mention(s)
3 Very Negative mention(s)
Neutral

92.1% of First Solar shares are held by institutional investors. 0.4% of Semtech shares are held by insiders. Comparatively, 0.4% of First Solar shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

First Solar beats Semtech on 9 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMTC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMTC vs. The Competition

MetricSemtechSEMI IndustryComputer SectorNASDAQ Exchange
Market Cap$11.64B$43.86B$37.81B$12.28B
Dividend YieldN/A1.39%3.15%9.39%
P/E Ratio-322.77123.07168.5023.94
Price / Sales11.1711.69596.6790.30
Price / Cash75.48204.4243.5147.25
Price / Book21.199.919.266.14
Net Income-$40.38M$493.49M$1.07B$331.74M
7 Day Performance-10.95%-8.34%-2.12%-1.81%
1 Month Performance-20.44%-20.29%-1.74%-1.44%
1 Year Performance137.24%83.31%134.99%16.33%

Semtech Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMTC
Semtech
4.3849 of 5 stars
$125.88
+0.7%
$189.07
+50.2%
+134.8%$11.64B$1.05BN/A1,920
MKSI
MKS
4.7335 of 5 stars
$352.03
-4.5%
$380.00
+7.9%
+209.7%$24.90B$3.93B73.6510,300
MTSI
MACOM Technology Solutions
4.8584 of 5 stars
$294.24
-4.6%
$335.00
+13.9%
+89.9%$23.54B$967.26M127.382,000
ANET
Arista Networks
4.1886 of 5 stars
$181.17
-3.1%
$188.16
+3.9%
+51.0%$235.42B$9.01B62.045,115
MCHP
Microchip Technology
4.934 of 5 stars
$84.23
-4.9%
$100.10
+18.8%
+7.7%$48.11B$4.71B401.1117,900

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This page (NASDAQ:SMTC) was last updated on 7/21/2026 by MarketBeat.com Staff.
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